Striving for a better world

FINANCIAL ADVICE

Schedule a 15 Minute
Obligation-Free Appointment
with Jake

Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Jake today.

Committed to providing an expert and personal experience as we work with you to become financially prepared throughout your life transitions.

Are You in the Optimal Position?

Are You in the Optimal Position?

Qualification

A quick call to see if and how you can benefit from our services.

Review

If you already have a portfolio we can do a review, if not we will look at your whole financial picture and outline your goals together.

Recommendation

Your tailored portfolio gives an overview of how you’ll work toward your financial goals. Here you decide if you’d like to go ahead.

Onboarding

You will be taken through all the necessary steps so you know what to expect.

Service

Continuous high-quality service. Expect quarterly updates, regular contact and a yearly review of your portfolio.

Jake was on hand throughout the process to explain the procedure and implications as well as to answer any questions. Excellent customer service – Fiona Birch

Let’s Introduce

Meet Jake Barber, a distinguished founder of a leading financial advisory firm with qualifications in the US, UK, and Europe. Featured in top publications like CNBC, Jake is not only a financial expert but also a devoted father to two children. His unique approach combines deep industry knowledge with a personal touch, making him a trusted advisor for navigating complex financial landscapes. Whether you need advice on international investments or estate planning, Jake is dedicated to providing tailored solutions that align with your goals.

Fee Only
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field

Let’s Introduce

Meet Jake Barber, a distinguished founder of a leading financial advisory firm with qualifications in the US, UK, and Europe. Featured in top publications like CNBC, Jake is not only a financial expert but also a devoted father to two children. His unique approach combines deep industry knowledge with a personal touch, making him a trusted advisor for navigating complex financial landscapes. Whether you need advice on international investments or estate planning, Jake is dedicated to providing tailored solutions that align with your goals.

Fee Only
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field

Jake was on hand throughout the process to explain the procedure and implications as well as to answer any questions. Excellent customer service – Fiona Birch

Information to Help You Succeed

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Schedule a 15 Minute
Obligation-Free Appointment
with Jake

Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Jake today.

What does the obligation free call include?

An initial 15-minute introduction call explaining our services and how we can help.

We go through a fact-finding exercise so we can then provide a full financial planning report including a personalised retirement forecast with future projections and work out how on track you are.

Lastly, we will provide a recommendation on any areas where we feel you could improve.

Who is SJB US and meet your adviser

Our regulations, Independence and Fees

Our process from start to finish

Area we help with including:

UK Pension Advice
Retirement Planning
Investment Planning
Tax Planning
US Expat Services
International Estate Planning

Note: Minimum managed assets for SJB US is £100,000 or currency equivalent.